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The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 36.2% undervalued

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OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 24.6% undervalued

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AN

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 26.6% undervalued

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Trending Discussion

HE

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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Net here,remains to be seen!

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How do the recent acquisitions of Scantinel and Luminar assets affect your narrative? Would you like to update it? I'm also an investor but this is my first exposure to this platform as i normally hang out on the reddit board r/MVIS.

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Software Estonia Community

Recently Updated Narratives

SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans

The Green Consolidator

EDP as a safe capital allocation with a potential upside of 28% with steady dividends

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Net here,remains to be seen!

How do the recent acquisitions of Scantinel and Luminar assets affect your narrative? Would you like to update it? I'm also an investor but this is my first exposure to this platform as i normally hang out on the reddit board r/MVIS.

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Software Estonia Community

Software Estonia Investing Ideas

Recently Updated Narratives

SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans

The Green Consolidator

EDP as a safe capital allocation with a potential upside of 28% with steady dividends

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Net here,remains to be seen!

How do the recent acquisitions of Scantinel and Luminar assets affect your narrative? Would you like to update it? I'm also an investor but this is my first exposure to this platform as i normally hang out on the reddit board r/MVIS.

Value any company in seconds

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